a great leap forward. welcome! 2015 attendance largest ever. thank you! this is our new model may...
Post on 18-Jan-2016
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A Great Leap ForwardA Great Leap ForwardA Great Leap ForwardA Great Leap Forward
Welcome!Welcome!
• 2015 attendance largest ever. Thank you!• This is our new model
• May• Inexpensive• Easy and inexpensive airport access, • Timing set up for you to be able to get home the
night of the final day of the session.• Hosted by a client or partner
Thank You!!Thank You!!
• LGE Community Credit Union• Wendy Jackson• Sara Hunkler
• MemberShoppers• Constance Anderson
• Marquis• Mike Bartoo
Welcome Special Guests!!Welcome Special Guests!!
• SWBC Auto Pilot Division• Connie Shoemaker, VP of Operations• Catherine Jones, Trainer
• Satori Consulting• Sandi Verrecchia, CEO
• Prospective ServiStar Clients• 4Front CU, Jason Acosta, Member Experience
Manager• Yolo FCU, Matt Lane, VP – Finance & Operations
New Credit Unions ClientsNew Credit Unions Clients
• Georgia Power• Atlanta Postal• Generations• US Eagle• Ashland• Advia
First Timers, WelcomeFirst Timers, Welcome
• If this is your first ServiStar Users Group Meeting
• Introduce Yourself!
Thank You!!Thank You!!
• Alumni Emeriti• Karen Murray• Wendy Jackson• Tansley Stearns
• Our two new AEs• Cheryl Duncan, Manager of Org. Dev. Advia CU• Jessica George, Sales Manager Mid Oregon CU
If You Are NOT Receiving our emails about the If You Are NOT Receiving our emails about the Monthly Webinar/PodcastMonthly Webinar/Podcast
• Email tony@michaelneill.com•Let him know you are not receiving the email annoucements.
Primary Purposes of the SUGPrimary Purposes of the SUG
• Networking and developing mentoring relationships
• Learning what we have learned during the year
• Ask questions, dig deeper, share what your credit union is doing
• Learn from a non-credit union industry expert.
What’s In Store?
• Best Practices - Member Re-boarding• Best Practices – New Member Onboarding
Awards
What’s In Store?
• Member Experience• How It Differs from Sales Culture• Key Research from Filene that can improve
your Member Experience• Incentive Practium
• Idea sharing• Questions• Working Together
What’s In Store?
• Roundtable Discussions• What do you want to know from the “old
timers”?• What challenges are you facing?• What is holding you back from the great leap
forward?• Incentive Practicum
• Idea sharing• Questions• Working Together
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